We are live on ! Find out more

359 hedge funds and large institutions have $6.16B invested in Mattel in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 98.21%98.41% (+0.2%)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

8% less call options, than puts

Call options by funds: $49.4M | Put options by funds: $53.4M

4% less funds holding

Funds holding: 374359 (-15)

6% less capital invested

Capital invested by funds: $6.52B → $6.16B (-$359M)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
359
Holders Change
-15
Holders Change %
-4.01%
% of All Funds
5.77%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
52
Increased
107
Reduced
112
Closed
61
Calls
$49.4M
Puts
$53.4M
Net Calls
-$4.01M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
301
BDO Wealth Advisors
Florida
$2.85K
CSWM
302
Cassady Schiller Wealth Management
Ohio
$2.8K +$2.85K +157 New
HIA
303
Harbor Investment Advisory
Maryland
$2.71K
NA
304
NewEdge Advisors
Louisiana
$2.69K +$17.5K +967 New
RFS
305
Retirement Financial Solutions
Tennessee
$2.66K +$2.7K +149 New
WTA
306
Washington Trust Advisors
Massachusetts
$2.37K
SIS
307
Sound Income Strategies
Florida
$2.32K
JWA
308
JFS Wealth Advisors
Pennsylvania
$2.21K -$344 -19 -13%
TCOV
309
Trust Company of Vermont
Vermont
$2.14K
TF
310
Tompkins Financial
New York
$2K
GIA
311
Goodwin Investment Advisory
Georgia
$1.95K
NFSG
312
Newbridge Financial Services Group
Florida
$1.78K -$1.81K -100 -50%
BWL
313
Bogart Wealth LLC
Virginia
$1.78K
CTC
314
Central Trust Company
Missouri
$1.78K
FP
315
Financial Perspectives
Minnesota
$1.78K
CFFP
316
Center for Financial Planning
Michigan
$1.73K
SVCP
317
Silicon Valley Capital Partners
California
$1.61K +$1.63K +90 New
PFBT
318
Parkside Financial Bank & Trust
Missouri
$1.6K
SC
319
Schubert & Co
Texas
$1.59K -$1.2K -66 -43%
CB
320
CNB Bank
Pennsylvania
$1.57K
RA
321
Rise Advisors
New York
$1.31K
RTL
322
Red Tortoise LLC
Georgia
$1.02K +$1.03K +57 New
CA
323
Centerpoint Advisors
Massachusetts
$1K
FCB
324
First Command Bank
Texas
$1K
FCFS
325
First Command Financial Services
Texas
$1K

MAT Hedge Fund Activity: Q4 2022 in Review

359 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q4 2022, worth a combined $6.16B — down 5.5% from $6.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of MAT and 52 opened new positions — a net loss of 9 holders — while 112 trimmed existing stakes and 107 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $198M. The largest seller was Frontier Capital Management, cutting an estimated $65.6M.

  • 359 institutional investors held Mattel (MAT) as of Q4 2022, down from 374 in Q3 2022.
  • Funds reported $6.16B of Mattel stock for Q4 2022, down 5.5% quarter-over-quarter.
  • 52 funds opened new Mattel positions in Q4 2022 and 61 closed out, a net change of -9 holders.
  • The largest Mattel buyer in Q4 2022 was EdgePoint Investment Group, an estimated $198M added.
  • The largest Mattel seller in Q4 2022 was Frontier Capital Management, an estimated $65.6M sold.

Based on aggregated 13F filings for Q4 2022.